Check out our latest Legacy Press Newsletter for current financial news, and information happening at our offices.
Posts By: Waller Financial
Charlie Kerwood’s 25th Anniversary- Now & Then
We celebrated Charlie Kerwood’s 25th work anniversary; Q&A with Charlie on what has changed at Waller Financial, as well as a few of his favorite memories.
Jason Farris Earns Philanthropy Designation
Waller Financial’s advisor, Jason Farris, earns Chartered Advisor in Philanthropy designation.
Legacy Press Spring 2015
Our quarterly Legacy Press spring newsletter provides insight on how to make a Roth contribution, ROI vs Return on Life & our next Make a Difference event.
“We share and utilize the 100 plus years of experience that we collectively have versus the 10, 15, or 20 years of experience that the individual has.”
Jason Eliason, CFP®, ChFC®, CFA® Partner at Waller Financial Planning Group